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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
651
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.1K – – –
SWA
652
SOA Wealth Advisors
New York
$13.9K +$55 +1 +0.5%
BLC
653
Brown, Lisle/Cummings
Rhode Island
$13.1K – – –
CBT
654
CoreFirst Bank & Trust
Kansas
$13.1K – – –
CAL
655
Capital Advisors Ltd
Ohio
$13K – – –
CWM
656
Centricity Wealth Management
Ohio
$12.8K +$10.7K +196 New
FFO
657
Fortitude Family Office
Arizona
$12.4K – – –
MBFW
658
Morton Brown Family Wealth
Pennsylvania
$11.8K +$9.82K +180 New
CTC
659
Cetera Trust Company
Minnesota
$11.6K – – –
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$11.6K – – –
MAM
661
Meeder Asset Management
Ohio
$11.2K +$9.33K +171 New
Q1WB
662
Quest 10 Wealth Builders
Virginia
$11.2K +$9.33K +171 New
GSWM
663
Golden State Wealth Management
California
$10.9K +$9.12K +167 New
HI
664
Harbour Investments
Wisconsin
$10.7K – – –
HCP
665
Hexagon Capital Partners
Arkansas
$10.3K +$1.09K +20 +14%
JWA
666
JFS Wealth Advisors
Pennsylvania
$10.2K – – –
FMP
667
Financial Management Professionals
Texas
$10.1K – – –
HBW
668
Hazlett, Burt & Watson
West Virginia
$10K – – –
EAM
669
Eukles Asset Management
Ohio
$9.47K -$71.5K -1,310 -90%
VWA
670
Valued Wealth Advisors
Utah
$9.09K +$3K +55 +65%
PSFG
671
Park Square Financial Group
Georgia
$9.08K +$7.59K +139 New
BIA
672
Bell Investment Advisors
California
$8.49K -$1.91K -35 -21%
OA
673
Operose Advisors
Wisconsin
$8.49K – – –
VCM
674
Versant Capital Management
Arizona
$8.1K +$5.13K +94 +313%
SIS
675
Sound Income Strategies
Florida
$7.77K – – –
25 26
27
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